Retirement plan

LONG VIEW SYSTEMS 401 (K) PLAN

Name: LONG VIEW SYSTEMS CORPORATION USA - LONG VIEW SYSTEMS 401 (K) PLAN (2020) Form 5500
Creator: LONG VIEW SYSTEMS CORPORATION USA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LONG VIEW SYSTEMS 401 (K) PLAN, LONG VIEW SYSTEMS CORPORATION USA

LONG VIEW SYSTEMS CORPORATION USAEIN 76-0722922Plan #001PY 2020

555 17TH STREET , SUITE 1600 - DENVER, CO 80202303-729-2200LinkedIn201-500 employeesinformation technology and services

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$15.6M

+17.6% from 2019

Total participants

406

-9.4% from 2019

Average account balance

$40,023

+29.1% from 2019

Annual return

17.75%

-9.48 pp from 2019

Benchmarks

See 5,591 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,591 peers

Snapshot2020

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$18.95M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$50K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

382

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

88.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.89M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+12.56%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$247

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 2 by compensation

Provider	Service type	Compensation
JOHN HANCOCK LIFE INSURANCE COMPANY6+ years Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346	Recordkeeping	$2,770
JOHN HANCOCK LIFE INSURANCE COMPANY1 year Service code 26	Advisory (Participants)	$2,575

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$77K

$448 / participant

Investment mgmt$77K100.0%

% of EOY assets

0.491%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: MOSS ADAMS LLP
Auditor EIN: 910189318
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$40,023

$99,957-60.0%

$149,730-73.3%

$73,493-45.5%

Participation rate

90.6%

75.7%+14.9pp

82.5%+8.2pp

70.7%+20.0pp

Annual return

17.75%

53.87%-36.1pp

276.70%-259.0pp

28.51%-10.8pp

Employer contribution / active EE

$4,199

$3,191+31.6%

$4,645-9.6%

$2,270+85.0%

Participant deferral / active EE

$4,831

$6,073-20.4%

$6,843-29.4%

$3,740+29.2%

Admin fee / account holder

$197

$551-64.3%

$9,310-97.9%

$513-61.7%

Provider

Service type

Compensation

JOHN HANCOCK LIFE INSURANCE COMPANY6+ years

Filed as: JOHN HANCOCK USA

Service code 15 · EIN 01-0233346

Recordkeeping

$2,770

JOHN HANCOCK LIFE INSURANCE COMPANY1 year

Service code 26

Advisory (Participants)

$2,575

LONG VIEW SYSTEMS 401 (K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LONG VIEW SYSTEMS 401 (K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion